Genie Energy
GNE
97 hedge funds and large institutions have $253M invested in Genie Energy in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 15 closing their positions.
165% more call options, than puts
Call options by funds: $3.69M | Put options by funds: $1.4M
107% more capital invested
Capital invested by funds: $122M → $253M (+$130M)
100% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 15
26% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 27
18% more funds holding
Funds holding: 82 → 97 (+15)
2.87% more ownership
Funds ownership: 31.9% → 34.78% (+2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$3.75M |
| 2 |
Morgan Stanley
New York
|
+$3.36M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$2.9M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$2.63M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$1.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$2.42M |
| 2 |
OWIM
Old West Investment Management
Los Angeles,
California
|
-$2.3M |
| 3 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$1.85M |
| 4 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$1.16M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
HSBC Holdings
London,
United Kingdom
| – | -$510K | -34,654 | Closed |
|
102
Los Angeles Capital Management
Los Angeles,
California
| – | -$444K | -30,150 | Closed |
|
103
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
| – | -$224K | -15,192 | Closed |
|
|
BCM
104
Bridgeway Capital Management
Houston,
Texas
| – | -$221K | -15,000 | Closed |
|
105
Two Sigma Investments
New York
| – | -$202K | -13,736 | Closed |
|
|
JF
106
Jump Financial
Chicago,
Illinois
| – | -$184K | -12,520 | Closed |
|
|
JGC
107
J. Goldman & Co
New York
| – | -$183K | -12,423 | Closed |
|
108
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
| – | -$120K | -8,136 | Closed |
|
|
DWA
109
Dorsey Wright & Associates
Pasadena,
California
| – | -$37K | -2,509 | Closed |
|
|
GCM
110
Gladius Capital Management
Chicago,
Illinois
| – | -$11.2K | -760 | Closed |
|
|
WTG
111
West Tower Group
Richmond,
Virginia
| – | -$4.43K | -301 | Closed |
|
|
IRC
112
Investors Research Corp
Atlanta,
Georgia
| – | -$3.92K | -266 | Closed |
|
GNE Hedge Fund Activity: Q4 2023 in Review
97 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Genie Energy (GNE) for Q4 2023, worth a combined $253M — up 107% from $122M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new GNE positions and 15 closed out — a net gain of 15 holders — while 34 added to existing stakes and 27 trimmed.
The largest buyer was BlackRock, adding an estimated $3.75M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $2.42M sold.
- 97 institutional investors held Genie Energy (GNE) as of Q4 2023, up from 82 in Q3 2023.
- Funds reported $253M of Genie Energy stock for Q4 2023, up 107% quarter-over-quarter.
- 30 funds opened new Genie Energy positions in Q4 2023 and 15 closed out, a net change of +15 holders.
- The largest Genie Energy buyer in Q4 2023 was BlackRock, an estimated $3.75M added.
- The largest Genie Energy seller in Q4 2023 was Arrowstreet Capital, an estimated $2.42M sold.
Based on aggregated 13F filings for Q4 2023.